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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Calamos Wealth Management
Illinois
$331K -$3.62K -14 -1%
IGWM
602
ICA Group Wealth Management
Colorado
$331K +$668K +2,584 New
LSPW
603
Lake Street Private Wealth
Illinois
$329K -$45.2K -175 -11%
DT
604
Diversified Trust
Tennessee
$329K -$43.7K -169 -11%
CWM
605
Cedar Wealth Management
California
$323K -$211K -818 -37%
SCA
606
Snowden Capital Advisors
New York
$323K +$259K +1,003 +246%
CG
607
Caprock Group
Idaho
$322K -$1.19M -4,597 -77%
GC
608
GFG Capital
Florida
$321K +$196K +758 +118%
BP
609
Ballentine Partners
Massachusetts
$318K +$19.6K +76 +6%
FIA
610
Foundations Investment Advisors
Arizona
$317K +$101K +391 +32%
BCI
611
Brinker Capital Investments
Pennsylvania
$317K +$151K +586 +73%
KWM
612
Kingsview Wealth Management
Oregon
$316K -$6.98K -27 -2%
PCA
613
Peddock Capital Advisors
Massachusetts
$314K – – –
FAIM
614
Financial Advocates Investment Management
Washington
$309K +$15K +58 +4%
MIM
615
Moseley Investment Management
Florida
$307K +$37.5K +145 +12%
TWM
616
Titus Wealth Management
California
$307K +$96.4K +373 +39%
TMC
617
Trellus Management Company
Florida
$305K -$172K -667 -33%
B
618
Bailard
California
$302K +$341K +1,320 New
WG
619
Winton Group
United Kingdom
$301K +$339K +1,312 New
BCM
620
Bayesian Capital Management
New York
$298K -$343K -1,326 -50%
MCC
621
Malaga Cove Capital
California
$298K +$336K +1,299 New
PHK
622
Point72 Hong Kong
Hong Kong
$296K -$2.54M -9,812 -88%
CA
623
Claro Advisors
Massachusetts
$294K – – –
TFS
624
Thoroughbred Financial Services
Tennessee
$293K +$61.5K +238 +23%
SFG
625
SevenBridge Financial Group
Pennsylvania
$290K -$59.5K -230 -15%
23 24
25
26 27